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FAnews in conversation with Mel Mletzer, Co-Founder of Platinum PortfoliosVideos

FAnews in conversation with Mel Mletzer, Co-Founder of Platinum Portfolios

Platinum Portfolios’ global flexible strategy is nearing an important milestone, having navigated very different market cycles while remaining anchored to quality, valuation and patience. Rianet Whitehead, FAnews Editor, speaks to…
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Brilliance Doesn’t Build Portfolios – Consistency DoesInsights

Brilliance Doesn’t Build Portfolios – Consistency Does

Perhaps the most pervasive misalignment in the private client investment industry is the obsession with peer comparison and maximum returns. Performance tables are seductive - they create a clear, simple…
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Quarterly Newsletter – Second Quarter 2026Newsletters

Quarterly Newsletter – Second Quarter 2026

Market Commentary Global Markets: Second Quarter 2026 Review Looking Beyond the Headlines The second quarter of 2026 demonstrated once again why successful long-term investing requires investors to look beyond the…
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Ownership MindsetInsights

Ownership Mindset

Ownership is not a function you perform during office hours. It is a way of thinking. It is a quiet but constant awareness that the responsibility for improving what you…
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platinum portfolios podcast
The Ownership MindsetPodcasts

The Ownership Mindset

Discover how adopting an ownership mindset can transform your approach to business and investments. In this episode of the Platinum Portfolios Podcast, Charolyn Pedlar, co-founder of Platinum Portfolios, shares insights…
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FAnews in conversation with Mel Meltzer and Charolyn Pedlar, Co-Founders of Platinum PortfoliosVideos

FAnews in conversation with Mel Meltzer and Charolyn Pedlar, Co-Founders of Platinum Portfolios

Platinum Portfolios stands out for its 26-year commitment to discipline, consistency and client-first investing. Rianet Whitehead, FAnews Editor, speaks to Mel Meltzer and Charolyn Pedlar....
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platinum portfolios podcast
The Heart Behind Client RelationshipsPodcasts

The Heart Behind Client Relationships

In this episode of the Platinum Portfolios Perspective, Lyschelle Covelé, Client Relationship Manager, shares her perspective on the importance of relationships, trust and genuine support in wealth management. The conversation…
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platinum portfolios podcast
Precision in Process: The Multi-Manager AdvantagePodcasts

Precision in Process: The Multi-Manager Advantage

In this episode, Stuart Green discusses how disciplined multi-manager investing and active asset allocation can help advisers build more resilient client portfolios. The conversation covers retirement income planning, avoiding common…
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The Psychology of Money: How My Past Shaped My Investment Philosophy by Mel MeltzerInsights

The Psychology of Money: How My Past Shaped My Investment Philosophy by Mel Meltzer

People often think investment philosophy comes from textbooks, models, or complex theories. In my experience, it doesn’t. It comes from life. Research in behavioural finance supports this. The way individuals…
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